European Financial Planner®
& International Financial Planner®
Certification's goal
The European Financial Planner® (EFP) is the highest level of certification. It concerns the financial planning activity as a whole.
Outside Europe, this certification is providing under the label International Financial Planner® (IFP) certification. The certificate is adapted to local constraints.
Target audience
That certification offers a training Integrated practice of financial planning including investments at portfolio level, estate planning, international taxation, retirement and insurance needs not only for private clients but also for business owners.
Duration
The educational programs should be covered in a minimum of 21 classroom days or 168 tuition hours (or equivalent), after EFA or IFA certifications.
CPD Session : "International taxation of financial products"
Wed 18 Nov
|Online webinar
During this session moderated by Jacques Linon, Marie Sophie Hélier, Tax Partner, & François Messner, Tax Senior Manager, at EY Luxembourg will depict for you this crucial issue.
Time & Location
18 Nov 2026, 16:00 – 17:30
Online webinar
About the event
Indicative content :
✔️ what are the typical key tax parameters,
✔️ what are the opportunities and tax constraints,
✔️ what is the tax suitability of products,
✔️ what are the key juridictions and the key products,
✔️ what are the tax consequences for investors,